San Diego Taxpayers Educational Foundation (EIN 330354443) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Haney D Hong

Phone

6192346423

Tax Period

2024-01-01 to 2024-12-31

San Diego Taxpayers Educational Foundation, founded in 1988, is a small nonprofit that reported $255K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $332K exceeded revenue, resulting in a 30% operating deficit.

Mission

Conduct educational and research activities for the support & benefit of the San Diego County Taxpayers Association, a California non profit corporation

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $127,500

Program Service Revenue $127,330

Investment Income $2

Other Revenue $0

TOTAL REVENUE $254,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $252,594

Fundraising Expenses $17,261

Program Expenses $217,596

Other Expenses $79,851

TOTAL EXPENSES $332,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,832	$175,771	+0.4%
Expenses	$332,445	$273,219	+0.2%
Net Income	$-77,613	$-97,448	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bob Brower	Trustee	0.50	Director	$0	$0	$0
Barry Jantz	Trustee	0.50	Director	$0	$0	$0
John Neinstedt	Trustee	0.50	Director	$0	$0	$0
David Graham	Trustee	0.50	Director	$0	$0	$0
Charlie Ng	Trustee	0.50	Director	$0	$0	$0
Paul Gothold	Trustee	0.50	Director	$0	$0	$0
Greg Stein	Chairman. Interm CEO	0.50	Officer Director	$0	$0	$0
Christian Wallace	Trustee	0.50	Director	$0	$0	$0
Sharon Cooney	Trustee	0.50	Director	$0	$0	$0
Tom Turner	Trustee	0.50	Director	$0	$0	$0
Haney Hong	Trustee & President	30.00	Officer Director	$0	$0	$0
Gloria Ciriza	Trustee	0.50	Director	$0	$0	$0
Dan Denham	Trustee	0.50	Director	$0	$0	$0
Rick Gentry	Trustee	0.50	Director	$0	$0	$0
Michael Vu	Trustee	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$254,832	$332,445	$59,994	$-77,613
2023	$175,771	$273,219	$144,836	$-97,448
2022	$444,388	$412,686	$143,942	$31,702

San Diego Taxpayers Educational Foundation